Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Extended Market Idx Adm Mutual Funds in their Schedule of Assets, totaling $8.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MASSACHUSETTS MEDICAL SOCIETY THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN | WALTHAM MA | 448 | $173.5M | $5.6M |
| 2 | ALFRED WILLIAMS & COMPANY ALFRED WILLIAMS & COMPANY 401(K) PLAN | RALEIGH NC | 273 | $39.1M | $1.7M |
| 3 | PEPSI-COLA BOTTLERS STANDING-IN-THE-FUTURE 401(K) MULTIPLE EMPLOYER |
ANNAPOLIS MD |
| 1,996 |
| $125.4M |
| $1.4M |
| 4 | PRIMROSE RETIREMENT COMMUNITIES PRIMROSE RETIREMENT PLAN | ABERDEEN SD | 1,249 | $12.5M | $110K |
